Kiwi Wealth Investments Limited Partnership’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-49,238	Closed	-$3.33M	–	144
2016 Q3	$3.33M	Buy	+49,238	New	+$3.31M	0.29%	75
2015 Q4	–	Sell	-384,479	Closed	-$24M	–	102
2015 Q3	$24M	Sell	384,479 -8,638	-2%	-$562K	2.82%	5
2015 Q2	$25.7M	Sell	393,117 -6,605	-2%	-$448K	2.74%	8
2015 Q1	$26.3M	Sell	399,722 -101,686	-20%	-$6.58M	2.68%	8
2014 Q4	$30.9M	Buy	501,408 +278,784	+125%	+$17.5M	3.08%	9
2014 Q3	$13.9M	Buy	+222,624	New	+$14.4M	1.31%	36

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EFAV Position: Q4 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2016, closing a stake of 49,238 shares — an estimated $3.33M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EFAV in Q3 2014 and held it in 6 quarters. The position peaked at $30.9M in Q4 2014. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

Kiwi Wealth Investments Limited Partnership reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 49,238 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $3.33M.
Kiwi Wealth Investments Limited Partnership first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2014 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's iShares MSCI EAFE Min Vol Factor ETF position peaked at $30.9M in Q4 2014.
247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2016, filed 8 Feb 2017.